Packer & Co Ltd AQN β€” ALGONQUIN POWER & UTILITIES

Ownership history in Packer & Co Ltd  Β·  3 quarters on record

AI Ownership Summary

Packer & Co Ltd reported ALGONQUIN POWER & UTILITIES (AQN) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 7.39% in 2025 Q4. The latest visible filing shows AQN at 7.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Packer & Co Ltd's position in ALGONQUIN POWER & UTILITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AQN was reported at 7.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.39% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Packer & Co Ltd held AQN β€” position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 4,513,113 β€” 0% 7.39% $27.8M 2026-02-14 (Est.) $6.74
2025 Q3 UNCHANGED β€” β€” β€” 4,513,113 β€” 0% 6.70% $24.2M 2025-10-28 $5.69
2025 Q1 INITIATED β€” β€” β€” 4,513,113 β€” β€” 7.05% $23.2M 2025-04-22 $5.27

FAQ About Packer & Co Ltd and AQN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Packer & Co Ltd reported owning AQN?

Packer & Co Ltd reported AQN across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported AQN position in Packer & Co Ltd's portfolio?

The largest reported portfolio weight for AQN was 7.39% in 2025 Q4.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2025 Q4, when Packer & Co Ltd reported 4,513,113 shares, equal to 7.39% of portfolio, with an estimated market value of $27.8M.

What does the chart on this AQN ownership page compare?

The chart compares Packer & Co Ltd's quarterly AQN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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